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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
426
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$505M +$28.2M 26 6.69% Increased
427
TIAA FSB
TIAA FSB
Florida
$505M +$50.6K 8 1.9% Increased
428
Cardano Risk Management
Cardano Risk Management
Netherlands
$502M +$3.86M 4 68.58% Increased
429
Hosking Partners
Hosking Partners
United Kingdom
$501M -$16.3M 7 12.94% Reduced
430
London Company of Virginia
London Company of Virginia
Virginia
$497M +$1.68M 3 3.11% Increased
431
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$497M +$33.1M 26 6% Increased
432
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$490M +$15.9M 6 14.21% Increased
433
Kestra Advisory Services
Kestra Advisory Services
Texas
$489M +$174M 20 5.67% Increased
434
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$483M +$5.68M 12 19.69% Increased
435
Durable Capital Partners
Durable Capital Partners
Maryland
$482M -$79.7M 2 4.28% Reduced
436
RA
Rovida Advisors
Florida
$479M +$109M 4 28.11% Increased
437
Gabelli Funds
Gabelli Funds
New York
$478M +$12.2M 10 3.41% Increased
438
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$478M +$5.69M 3 5.59% Increased
439
FFA
First Foundation Advisors
California
$475M -$10.2M 9 21.07% Reduced
440
WPL
WINDACRE PARTNERSHIP LLC
Texas
$475M +$20.1M 2 12.47% Increased
441
HM Payson & Co
HM Payson & Co
Maine
$473M +$2.73M 19 13.08% Increased
442
HCM
Hitchwood Capital Management
New York
$473M -$74.6M 7 8.09% Reduced
443
B
BP
United Kingdom
$467M -$206M 15 14.15% Reduced
444
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$466M -$1.99M 7 8.59% Reduced
445
TIAM
TT International Asset Management
United Kingdom
$465M +$489M 5 21.52% New
446
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$463M +$32.5M 18 15.53% Increased
447
BAM
Brilliance Asset Management
Hong Kong
$462M +$127M 1 18.25% Increased
448
MS
Mizuho Securities
Japan
$461M +$90.5M 7 90.52% Increased
449
Whittier Trust
Whittier Trust
California
$461M -$328K 20 9.84% Reduced
450
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$457M +$63.9M 10 22.43% Increased